WEALTH MANAGEMENT

Trusts, charitable organizations, and individuals seeking comprehensive asset management will be well served by the exceptional partnership of Capital Pacific Bank and Allen Trust Company. With shared expertise in wealth management, our work is characterized by local decision making, independent investment analysis, and a comprehensive offering of investment services. Through the registered investment advisory of Allen Trust Company, we offer stocks, bonds, mutual funds, and real estate (real property and REITs) in a portfolio customized for each client.

Fiduciary services

Asset management and administration

Trust and escrow accounts

Charitable trust management

  • Individuals
  • Organizations

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